Law firm management software by practice area

There’s a term for when lawyers use Latin and other obscure languages ​​to describe legal proceedings to consumers: “legalese.”

But there is no similar term for cases where vendors use technical and other obscure languages ​​to describe their legal software operations to attorneys.

Admittedly, this dynamic may seem unfair. But now we have The Legal Tech-to-English Dictionary to help us cope.

Read on for a crash course in practice management.

law firm management software

1. A database for law firm client management that organizes primary case information into folders.

2. A platform for systematizing customer data collected from integrated systems through software integrations.

3. Customer files organized by email subfolders… in 2002.

Lawyer 1: I just bought new law firm management software, and I spend so much less time looking for everything because everything is in one place now!

Lawyer 2: Yes, you should see this Excel file that I created. It’s badass.

Lawyer 1: Just… stop.

see Porn organization.

Relational database

1. Software that recognizes relationships between data segments.

2. A system based on the relational data model, created by Edgar F. Codd.

See Law firm management software

See the Oracle by (Kevin) Bacon.

Customer Portal

1. A feature of the software system that allows law firms to share certain data with clients via an encrypted storage container built into the system, which clients can access using a one-time password or password. a PIN code (personal identification number).

2. The means by which complex assignments can seamlessly enter your workflow.

Lawyer 1: The good news is that my clients can send me stuff through our portal. This is also the bad news.

Lawyer 2: Ba-dum-cha.

Lawyer 1: Thank you. I’m here until Thursday. Try the veal.

See online document readers, most of which are de facto customer portals, also allow users to share information with others in a secure format. Google Drive, Microsoft One Drive, drop box, et al. offer such features. These can also be connected to law firm management software via integrations.

See As in action movies, there is always a portal with all these aliens coming to invade the planet. Honestly, I don’t know which portal is worse: this one, or the one that lays a 90-page contract in your lap for review.

The integration

1. Connecting two software through an API (application programming interface) that allows each software system to share data with the other.

2. Connecting two software through an intermediate program (like Zapier) so that the two programs can share data without the need for an API.

3. One of the main reasons why modern practice management software can be life changing, especially for those who currently use a combination of dictation machines, paper annotations and turtle logo.

See Linking law firm management software to productivity software (email, calendar) allows users to sync emails, events, and tasks with client files in the software law firm management software, cementing this program as a holistic solution for law firm data management. Linking an accounting program to law firm management software allows users to push expense and billing data into the accounting program.

business intelligence

1. A method of collecting and aggregating data in a digestible format that enables software users to make data-driven business decisions.

2. Reports generated from software systems focused on specific business metrics, including key performance indicators.

3. You know pretty much everything your law school neglected to tell you about. But hey: you still know what the rule against perpetuities is!

Lawyer 1: How is your income statement for the last quarter?

Lawyer 2: Uh. Hmm. Res Ipsa Loquitur.

Lawyer 1: Say what?

See DO NOT the Edsel.

Jared Correia is the host of the Non-Eventcast.

Jared Correia is the host of the Non-Eventcast.

Jon J. Epps